Follow the steps below to navigate Connect's Visual Reporting Dashboard.
Step 1:
Reporting can be found in the left-hand navigation bar. Click Dashboards to view all your available reporting dashboards.
Note: You can use the search function to find a specific dashboard, or select one from the options shown.
Step 2:
Click into any of your available dashboards to view in-depth data.
Step 3:
You can select a custom date range using the date selector in the top right.
Note: Some dashboards are pre-set to show all active/existing data and will not be affected by the date range selector.
Step 4a:
The download button lets you export data from your dashboard in Excel, PDF, or PPT format.
Step 4b:
You can also download a quick PDF of the dashboard by clicking the Build PDF Report icon.
Step 5a:
To export data from a specific widget in the reporting dashboard, hover your mouse over the widget.
This brings up additional actions (three dots) in the top right corner, which gives you the option to download individual widget data.
Step 5b:
Each option provides flexibility. For instance, CSV or Excel files will export the raw data.
Widgets exported as an image are ready to be used in a deck or client presentation.
For more information, view our Connect Self-Serve Guide.